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Heritage Global (HGBL) Institutional Ownership

Heritage Global logo
$1.21 -0.01 (-0.82%)
Closing price 06/30/2026 04:00 PM Eastern
Extended Trading
$1.18 -0.03 (-2.48%)
As of 06/30/2026 06:01 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Heritage Global (NASDAQ:HGBL)

Current
Institutional Ownership
Percentage
33.46%
Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$3.62M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$1.64M
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HGBL Institutional Buying and Selling by Quarter

Heritage Global Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/12/2026Militia Capital Management LLC563,873$767K0.2%N/A1.623%
5/15/2026Punch & Associates Investment Management Inc.2,244,148$3.05M0.2%-5.9%6.460%
5/14/2026Renaissance Technologies LLC244,317$332K0.0%-35.3%0.703%
5/13/2026Militia Capital Management LLC563,873$767K0.2%N/A1.623%
5/4/2026Evernest Financial Advisors LLC194,000$274K0.1%N/A0.558%
2/18/2026XTX Topco Ltd24,667$31K0.0%N/A0.071%
2/17/2026Punch & Associates Investment Management Inc.2,384,652$2.96M0.2%-3.7%6.864%
2/17/2026Rothschild Wealth LLC360,866$447K0.0%N/A1.039%
2/13/2026Mink Brook Asset Management LLC2,028,844$2.52M1.6%+7.8%5.840%
2/13/2026Wynnefield Capital Inc.79,426$98K0.1%-80.2%0.229%
2/12/2026Jane Street Group LLC29,651$37K0.0%+196.2%0.085%
2/12/2026Dimensional Fund Advisors LP209,612$260K0.0%-23.0%0.603%
2/10/2026Goldman Sachs Group Inc.49,951$62K0.0%+29.9%0.144%
11/17/2025Perritt Capital Management Inc295,866$491K0.2%-51.1%0.852%
11/17/2025Susquehanna International Group LLP42,738$71K0.0%N/A0.123%
11/17/2025Punch & Associates Investment Management Inc.2,475,228$4.11M0.2%+0.9%7.125%
11/17/2025Militia Capital Partners LP563,873$936K0.4%-3.5%1.623%
11/17/2025Mink Brook Asset Management LLC1,882,222$3.12M2.1%+0.8%5.418%
11/17/2025Citadel Advisors LLC73,465$122K0.0%+17.0%0.211%
11/14/2025Virtu Financial LLC16,796$28K0.0%N/A0.048%
11/12/2025Dimensional Fund Advisors LP272,317$452K0.0%-7.3%0.784%
11/7/2025GSA Capital Partners LLP21,928$36K0.0%+103.0%0.063%
11/7/2025Vanguard Group Inc.1,860,027$3.09M0.0%-0.7%5.354%
11/6/2025Truffle Hound Capital LLC1,100,000$1.83M0.5%+19.5%3.166%
8/16/2025Evergreen Capital Management LLC11,878$26K0.0%N/A0.034%
8/15/2025Topline Capital Management LLC1,678,507$3.73M0.6%-1.0%4.832%
8/15/2025Man Group plc59,874$133K0.0%-18.5%0.172%
8/11/2025Truffle Hound Capital LLC920,157$2.04M0.5%+41.6%2.649%
7/29/2025Koshinski Asset Management Inc.917,304$2.04M0.2%-0.5%2.587%
6/6/2025Militia Capital Partners LP584,478$1.27M1.0%+6.6%1.649%
5/16/2025Punch & Associates Investment Management Inc.2,454,467$5.35M0.3%-1.9%6.923%
5/16/2025Ancora Advisors LLC514,269$1.12M0.0%+1.2%1.451%
5/15/2025Topline Capital Management LLC1,694,744$3.70M0.8%-12.1%4.780%
5/7/2025Ridgewood Investments LLC241,165$526K0.2%+6.9%0.680%
4/25/2025Koshinski Asset Management Inc.922,304$2.01M0.2%-8.6%2.598%
4/16/2025Wealth Enhancement Advisory Services LLC25,758$56K0.0%N/A0.073%
4/9/2025Parkside Advisors LLC34,139$74K0.0%N/A0.096%
2/17/2025Mink Brook Asset Management LLC1,867,021$3.45M3.3%N/A5.000%
2/17/2025Millennium Management LLC29,805$55K0.0%-64.4%0.080%
2/17/2025Citadel Advisors LLC40,763$75K0.0%-57.8%0.109%
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2/17/2025Ancora Advisors LLC508,269$940K0.0%-2.2%1.361%
2/14/2025Two Sigma Securities LLC14,950$28K0.0%N/A0.040%
2/14/2025Topline Capital Management LLC1,927,096$3.57M0.7%N/A5.161%
2/14/2025Dimensional Fund Advisors LP240,241$444K0.0%-28.8%0.643%
2/13/2025NewEdge Advisors LLC14,904$28K0.0%N/A0.040%
2/13/2025Renaissance Technologies LLC339,817$629K0.0%+2.8%0.910%
2/12/2025Geode Capital Management LLC361,632$669K0.0%+7.8%0.968%
2/11/2025Truffle Hound Capital LLC650,000$1.20M0.4%N/A1.741%
1/16/2025Koshinski Asset Management Inc.1,009,304$1.87M0.0%-4.7%2.703%
11/16/2024Geode Capital Management LLC335,402$570K0.0%+2.4%0.898%
11/15/2024Jane Street Group LLC14,941$25K0.0%N/A0.040%
11/15/2024Wynnefield Capital Inc.401,030$682K0.3%-10.1%1.074%
11/15/2024Janus Henderson Group PLC28,982$49K0.0%+53.2%0.078%
10/10/2024Koshinski Asset Management Inc.1,059,304$1.80M0.2%N/A2.837%
8/9/2024Renaissance Technologies LLC318,217$783K0.0%-11.0%0.852%
8/9/2024Dimensional Fund Advisors LP449,864$1.11M0.0%+11.8%1.205%
5/16/2024Ancora Advisors LLC472,388$1.25M0.0%+34.6%1.265%
5/16/2024Connective Capital Management LLC203,938$538K0.8%N/A0.546%
5/16/2024Janus Henderson Group PLC20,445$54K0.0%N/A0.055%
5/14/2024Herr Investment Group LLC432,900$1.14M0.3%+10.7%1.159%
4/10/2024Ridgewood Investments LLC197,547$522K0.3%+3.9%0.532%
2/15/2024Perritt Capital Management Inc.340,591$947K0.5%-4.1%0.917%
2/12/20241492 Capital Management LLC303,621$844K0.5%+173.8%0.817%
1/12/2024Mutual Advisors LLC167,530$466K0.0%-20.4%0.451%
1/11/2024Ridgewood Investments LLC190,047$528K0.3%+16.6%0.512%
11/14/2023Quadrature Capital Ltd177,838$560K0.0%-11.0%0.479%
11/14/2023Mutual Advisors LLC210,500$657K0.0%-31.0%0.567%
11/13/2023EAM Investors LLC333,504$1.04M0.2%-28.7%0.898%
11/13/2023Acadian Asset Management LLC156,915$488K0.0%-29.4%0.422%
11/7/2023Barclays PLC17,022$53K0.0%N/A0.046%
10/26/2023Punch & Associates Investment Management Inc.2,761,465$8.62M0.6%+13.2%7.433%
8/14/2023Perritt Capital Management Inc.355,091$1.29M0.7%-7.3%0.957%
8/11/2023Cibc World Market Inc.116,300$421K0.0%+38.3%0.313%
8/7/2023Acadian Asset Management LLC222,310$802K0.0%+940.1%0.599%
7/31/2023Mutual Advisors LLC305,000$1.10M0.0%N/A0.822%
7/28/2023Koshinski Asset Management Inc.1,195,943$4.33M0.5%-20.8%3.223%
7/27/2023Virtu Financial LLC16,591$60K0.0%N/A0.045%
5/9/2023Wedbush Securities Inc.66,500$191K0.0%-55.7%0.179%
4/25/2023Ridgewood Investments LLC163,000$468K0.3%+6.5%0.441%
4/12/2023Koshinski Asset Management Inc.1,510,829$4.34M0.4%N/A4.091%
4/12/2023Naviter Wealth LLC29,421$84K0.0%N/A0.080%
1/31/2023Wedbush Securities Inc.150,000$353K0.0%-6.3%0.406%
11/15/2022Perritt Capital Management Inc.413,424$666K0.4%+36.7%1.119%
10/18/2022Bailard Inc.31,718$51K0.0%N/A0.086%
10/13/2022Ridgewood Investments LLC153,000$246K0.2%+4.5%0.415%
7/21/2022Wedbush Securities Inc.160,000$240K0.0%+79.0%0.436%
7/19/2022Ridgewood Investments LLC146,418$220K0.2%+10.1%0.399%
7/12/2022Koshinski Asset Management Inc.1,488,443$2.23M0.2%N/A4.058%
4/19/2022Wedbush Securities Inc.89,375$121K0.0%+87.5%0.244%


HGBL Institutional Ownership - Frequently Asked Questions

During the previous two years, 32 institutional investors and hedge funds held shares of Heritage Global. The most heavily invested institutionals were Topline Capital Management LLC ($3.73M), Vanguard Group Inc. ($3.09M), Punch & Associates Investment Management Inc. ($3.05M), Mink Brook Asset Management LLC ($2.52M), Koshinski Asset Management Inc. ($2.04M), Truffle Hound Capital LLC ($1.83M), and Ancora Advisors LLC ($1.12M).Learn more on Heritage Global's institutional investors.

33.46% of Heritage Global's stock is owned by institutional investors. Learn more on HGBL's institutional investor holdings.

Of the 27 institutional investors that purchased Heritage Global's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mink Brook Asset Management LLC ($2.03M), Topline Capital Management LLC ($1.93M), Militia Capital Management LLC ($1.13M), Truffle Hound Capital LLC ($1.10M), Koshinski Asset Management Inc. ($1.06M), Rothschild Wealth LLC ($360.87K), and Evernest Financial Advisors LLC ($194K).

Institutional investors have bought a total of 2,464,641 shares in the last 24 months. This purchase volume represents approximately $3.62M in transactions.

Of the 10 institutional investors that sold Heritage Global's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wynnefield Capital Inc. ($321.60K), Perritt Capital Management Inc ($309.01K), Punch & Associates Investment Management Inc. ($231.08K), Renaissance Technologies LLC ($133.20K), Dimensional Fund Advisors LP ($84.07K), Militia Capital Partners LP ($20.61K), and Topline Capital Management LLC ($16.24K).

Institutional investors have sold a total of 1,147,628 shares in the last 24 months. This volume of shares sold represents approximately $1.64M in transactions.


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This page (NASDAQ:HGBL) was last updated on 7/1/2026 by MarketBeat.com Staff.
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